TCFG Investment Advisors, LLC: COMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCFG Investment Advisors, LLC on COMT, newest first. How the timeline and the estimate are built.
TCFG Investment Advisors, LLC held 8,365 COMT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 8,365 sharesChange vs previous 13F -8,321 shares
0.09% of the 13F portfolio, value $255,991.
13F-HR 0001754960-26-000554 filed by TCFG Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,686 sharesChange vs previous 13F +16,686 shares
0.11% of the 13F portfolio, value $577,476.
13F-HR 0001754960-26-000319 filed by TCFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingested- TCFG WEALTH MANAGEMENT, LLC: 8,343 shares
- TCFG Investment Advisors, LLC: 8,343 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -8,343 shares
13F-HR 0001754960-26-000176 filed by TCFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F/A 8,343 sharesChange vs previous 13F +177 shares
0.09% of the 13F portfolio, value $223,635.
13F-HR/A 0001754960-25-000800 filed by TCFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,166 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $211,091.
13F-HR 0001754960-25-000469 filed by TCFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).